ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.54B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$23M
3
+$19.5M
4
VZ icon
Verizon
VZ
+$15.5M
5
SLB icon
SLB Ltd
SLB
+$12.3M

Top Sells

1
+$27.7M
2
+$19M
3
+$16.7M
4
KR icon
Kroger
KR
+$10.8M
5
G icon
Genpact
G
+$9.99M

Sector Composition

1 Financials 17.21%
2 Technology 13.57%
3 Healthcare 11.81%
4 Industrials 10.29%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.74M 0.16%
46,582
-26,674
127
$5.53M 0.16%
84,697
-5,704
128
$5.51M 0.16%
105,098
+1,848
129
$5.29M 0.15%
158,094
-10,510
130
$5.28M 0.15%
105,147
+1,652
131
$5.24M 0.15%
135,646
+83,440
132
$5.07M 0.14%
242,661
-17,113
133
$5M 0.14%
207,593
-5,229
134
$4.96M 0.14%
+122,121
135
$4.89M 0.14%
132,019
+125,316
136
$4.86M 0.14%
39,291
+647
137
$4.79M 0.14%
+43,839
138
$4.71M 0.13%
117,681
-22,835
139
$4.64M 0.13%
74,279
+1,246
140
$4.58M 0.13%
154,392
-364,998
141
$4.5M 0.13%
+35,685
142
$4.46M 0.13%
66,605
-156
143
$4.2M 0.12%
+64,171
144
$4.2M 0.12%
167,901
-669,191
145
$4.15M 0.12%
+53,702
146
$4.09M 0.12%
89,537
-2,711
147
$4M 0.11%
140,669
+50,362
148
$3.93M 0.11%
56,560
-16,920
149
$3.92M 0.11%
156,234
-11,149
150
$3.81M 0.11%
54,086
-2,189
4 5
6
7 8